Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

Manage and complete client engagements, review consultant work, conduct analysis, deliver solutions, meet revenue and budget targets, support business development, and travel as needed.

Lead national outsourced accounting strategy and growth by unifying regional practices, expanding technology-enabled advisory services, scaling teams and offshore resources, establishing standardized processes and KPIs aligned to CAS 2.0, and driving go-to-market, pricing, and talent strategies to achieve profitable, scalable client services.

Serve as a Manager in Global Information Reporting providing advisory and compliance services for FATCA, CRS, Chapter 3, 1099 and withholding regimes to financial institutions and private equity clients. Coordinate international teams, manage client engagements, supervise associates, perform detailed reviews of reporting data and tax form validations, contribute to internal technology requirements and testing, and provide training on regulatory impacts.

Lead buy- and sell-side M&A tax engagements including tax due diligence, federal tax interpretation, reporting findings, deal-structuring advice, engagement management, project review, client executive interfacing, and developing client relationships while managing multiple projects and mentoring team members.

Supervise audit engagements end-to-end, ensuring quality, timeliness, and budget adherence. Perform financial statement analysis, internal control assessments, GAAP/IFRS compliance, audit planning, risk assessment, workpaper review, and regulatory compliance. Use audit software and ERP systems and oversee team audit deliverables while developing industry expertise.

Provide client services for global information reporting (FATCA, CRS): register entities for GIINs, prepare IRS forms, monitor client inboxes, solicit investor W-9/W-8/CRS forms, maintain contact trackers, attend trainings, and complete special projects.

Coordinate, edit, and produce proposals, RFP responses, and presentations. Manage RFP intake, schedules, compliance tracking, content collection, version control, and review cycles. Maintain content libraries, templates, and checklists. Proofread, format, and ensure brand consistency. Support meetings, deliverable tracking, and collaboration with sales, marketing, and solution teams. Use document and collaboration tools and travel as needed.

Lead and build a high-growth AI sales organization as a player-coach: manage Senior Account Executives, drive revenue and pipeline, support complex pursuits, enforce CRM and forecasting discipline, recruit and develop talent, and collaborate with marketing, alliances, and delivery teams to scale AI consulting and managed services.

Manage and grow client relationships through regular communication, issue resolution, account planning, renewals, and upsell opportunities. Coordinate internal teams, maintain CRM records, produce account reports, and provide strategic guidance and thought leadership to support retention and business growth.

Sell AI advisory and transformation services by prospecting, building executive relationships, managing opportunities, and closing complex six- and seven-figure engagements. Position AI strategy, governance, Copilot, data optimization and collaborate with delivery teams to develop proposals, presentations, and executive business cases while meeting quotas and maintaining pipeline and forecasting.